2.0 - 6.0 years

0 Lacs

delhi

On-site

Role Overview: You will be working as a Wealth Manager - B2B at Nuvama Wealth in Delhi. Your primary responsibilities will include acquiring new partners and conducting financial planning, investment management, managing investments, finance, and insurance for your clients. Key Responsibilities: - Acquire new partners for the company - Perform financial planning for clients - Manage investments and finance for clients - Provide insurance advice and services - Utilize strong analytical and problem-solving skills - Demonstrate excellent communication and interpersonal abilities Qualifications Required: - Possess financial planning and investment management skills - Minimum of 2 years of experi...

Posted 6 days ago

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Field Sales Advisor Aditya Birla Capital

1.0 - 5.0 years

0 Lacs

lucknow, uttar pradesh

On-site

This is a full-time and part-time hybrid role for a Sales Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow. As a Field Sales Advisor (Financial Advisor), you will be responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice, and Managing Investments. This role offers flexibility with work from home or work from the office with flexible hours. As a Sales Advisor for life insurance, you will play a crucial role in advising and guiding clients on their life insurance needs. Your primary responsibility will be to sell life insurance policies to individuals and businesses, ensuring customers receive tailored solutions t...

Posted 1 month ago

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Wealth Manager Divine Financial investment

1.0 - 5.0 years

0 Lacs

lucknow, uttar pradesh

On-site

As a professional in this role, you will be responsible for managing investments, creating a Leads Pipeline, advising clients on financial products and services, buying and selling stocks on behalf of the client, and staying updated on Financial Market Events. Additionally, you will be providing tax planning services to clients. This is a Full-time, Permanent position with benefits including cell phone reimbursement, flexible schedule, and leave encashment. The schedule for this role is during the Day shift, with a performance bonus offered based on your achievements. To be successful in this role, you should have at least 1 year of total work experience, with a preference for experience in ...

Posted 2 months ago

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Finance Manager Hero Fashion

5.0 - 9.0 years

0 Lacs

tiruppur, tamil nadu

On-site

As a Financial Planning and Analysis professional, you will be responsible for budgeting, forecasting, analyzing financial data, and preparing reports for management. Your role will involve developing and managing budgets and forecasts, as well as evaluating potential investment opportunities. A professional accounting qualification such as CPA, ACCA, or CIMA is often preferred for this position. In addition to managing investments, you will ensure compliance with financial regulations and standards while preparing financial statements and reports. Supervising and mentoring a team of finance professionals will also be part of your responsibilities. This is a full-time position with benefits ...

Posted 2 months ago

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